+152.0%
GE vs APO
+943.6%
-791.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | -1.2% | -1.0% | -0.2% | -0.8% |
| 30D | -11.3% | -0.4% | -10.9% | -11.4% |
| 3M | -1.4% | -0.9% | -0.5% | -1.7% |
| 6M | +1.2% | +22.1% | -20.9% | -8.4% |
| YTD | +5.9% | -8.4% | +14.3% | +7.6% |
| 1Y | +18.4% | -0.9% | +19.3% | +15.2% |
| 3Y | +271.0% | +56.1% | +214.8% | +184.6% |
| 5Y | +417.9% | +136.0% | +281.9% | +215.2% |
| 10Y | +152.0% | +949.3% | -797.4% | -10.9% |
| All | +152.0% | +943.6% | -791.7% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling